Souders Financial Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Souders Financial Advisors’s Portfolio CGNG Stock Details CGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6M	Buy	189,910 +9,113	+5%	+$302K	0.68%	37
2025 Q4	$5.77M	Buy	180,797 +4,977	+3%	+$157K	0.66%	36
2025 Q3	$5.43M	Buy	175,820 +4,481	+3%	+$132K	0.65%	38
2025 Q2	$4.94M	Buy	171,339 +4,269	+3%	+$113K	0.63%	36
2025 Q1	$4.2M	Buy	167,070 +7,443	+5%	+$190K	0.59%	40
2024 Q4	$3.95M	Buy	+159,627	New	+$4.1M	0.55%	45

Other funds holding CGNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Souders Financial Advisors's CGNG Position: Q1 2026 in Review

Souders Financial Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 5% in Q1 2026, buying an estimated $302K and bringing the position to 189,910 shares worth $6M. The position accounts for 0.68% of the portfolio, ranked #37.

Souders Financial Advisors first reported a position in CGNG in Q4 2024 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold CGNG as of Q1 2026.

Souders Financial Advisors held 189,910 shares of Capital Group New Geography Equity ETF worth $6M as of Q1 2026.
Souders Financial Advisors bought 9,113 Capital Group New Geography Equity ETF shares in Q1 2026, an estimated $302K.
Capital Group New Geography Equity ETF made up 0.68% of Souders Financial Advisors's portfolio in Q1 2026, its #37 holding.
Souders Financial Advisors first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 6 quarters since.
219 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.